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4,439 hedge funds and large institutions have $450B invested in Visa in 2026 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,936 increasing their positions, 1,868 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

15% less capital invested

Capital invested by funds: $528B → $450B (-$77.9B)

21% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 255

24% less funds holding in top 10

Funds holding in top 10: 489372 (-117)

Holders
4,439
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
372
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.89B
Puts
$4.98B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NG
2026
Novem Group
New York
$2.66M
Koshinski Asset Management
2027
Koshinski Asset Management
Illinois
$2.65M
MG
2028
Montaka Global
$2.65M
BWP
2029
Burling Wealth Partners
Illinois
$2.65M
SB
2030
SIG Brokerage
New York
$2.64M
LWA
2031
Lineweaver Wealth Advisors
Ohio
$2.63M
NPA
2032
Nichols & Pratt Advisers
Massachusetts
$2.63M
AMCA
2033
Arthur M. Cohen & Associates
Illinois
$2.62M
EWM
2034
EPG Wealth Management
Georgia
$2.62M
QWP
2035
Quotient Wealth Partners
Texas
$2.62M
SAI
2036
Systematic Alpha Investments
New Jersey
$2.62M
FWM
2037
ForthRight Wealth Management
Georgia
$2.62M
MSFP
2038
Mark Sheptoff Financial Planning
Connecticut
$2.62M
BA
2039
Ballast Advisors
Minnesota
$2.61M
KFGK
2040
Keystone Financial Group (Kentucky)
Kentucky
$2.61M
HIC
2041
Holderness Investments Company
North Carolina
$2.61M
MCA
2042
MSH Capital Advisors
Arizona
$2.6M
PA
2043
PFW Advisors
Georgia
$2.6M
HAG
2044
HF Advisory Group
Maryland
$2.6M
AG
2045
Algert Global
California
$2.6M
NL
2046
NWAM LLC
Washington
$2.6M
CIA
2047
Compass Ion Advisors
Pennsylvania
$2.6M
GP
2048
GLR Partners
Maryland
$2.59M
MFFIA
2049
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.59M
PIA
2050
Perennial Investment Advisors
California
$2.58M